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Ping An Insurance Group · 无锡市

# 贵宾理财经理

无锡市 

Listed on Ping An Insurance Group’s official careers site. Posted March 2, 2022. Check that it is still open and apply there.
[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=950E5FDB6ADD46B49862A5536B12553F)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 贵宾理财经理

## Job description

岗位职责
- 承接维护非寿险渠道推荐的分行财富客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度；
- 通过MGM和自拓增加财富客户，促进潜力客户升级；
- 以客户为中心，不断挖掘和满足客户需求，为客户提供个性化的投资建议和理财方案，实现客户财富的保值增值；
- 全方面满足客户需求，开展交叉销售，以资产配置方式向客户销售银行和集团各子公司金融产品，促进客户升级；
- 积极配合和参与财富团队管理，提供合理化建议，保持积极向上的团队氛围；
- 贯彻合规及风控制度要求，确保业务品质及合规。

### 工作地点
- 无锡市市区、江阴、宜兴 任职资格
- 本科及以上学历
- 经济、金融、会计、法律等与岗位职责相关的专业
- 无经商办企业或兼职行为
- 无监管机构金融违规记录
- 无亲属回避关系

## At a glance
- Posted by the employer: Mar 2, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 无锡市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=950E5FDB6ADD46B49862A5536B12553F)

## More jobs at Ping An Insurance Group

### [05715N-商务拓展经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/c5b5bd3920b7595fc896/)

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### [IFP](https://jobs.opennash.com/companies/ping-an-insurance/jobs/74dfdc50861cb00a7cbf/)

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### [业务受理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e69fe2a03a48da953fbc/)

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### [个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/cd635c3c7cfd00d0306a/)

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### [个贷团队长（江阴地区）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/80985b901e8bcc77a04e/)

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